Gary W. Robertson is a Senior Vice President and the Manager of Callan's Private Equity Research group. He is responsible for alternative investments consulting services at Callan. Gary is a member of Callan's Alternatives Review Committees and is a shareholder of the firm.
Prior to joining Callan in 1991, Gary spent five years as a Vice President with Robertson & Co., a San Francisco-based, family-owned investment bank engaging in mergers and acquisitions. Prior to joining Robertson & Co., he was a financial analyst with Atherton Advisory, a Silicon Valley-based financial services firm. He has also worked with Morgan Stanley & Co. Inc. in San Francisco in the operations and administration areas, and with Spear, Leeds & Kellogg and A. G. Becker, members of the Pacific Stock Exchange.
Gary earned an MBA from Golden Gate University and a BA in Economics from the University of Colorado.